What's the Point?
Many organizations maintain their client information in a CRM such as Advisors Assistant. One of the big benefits of using Quik! is the ability to automatically prefill your CRM data on a form. This means you don't have to manually type information that you already know, and you can use that saved time to focus on what really matters. Connect your Advisors Assistant CRM account to Quik! for a seamless flow of data from your CRM database directly onto the forms you launch.
Before You Start
Your workstation will first need to be updated to the appropriate Advisors Assistant version. Please contact Advisors Assistant support at 800-643-4488 to confirm your workstation is on the appropriate version.
You will also need to have an existing Quik! App account before connecting. You can sign up using this link: https://quikformsapp.com/signup
After logging into Advisor's Assistant, navigate to File > User Preferences > Form Automation.
Select Quik! Forms and click OK.
From the left sidebar on the Advisor's Assistant Home screen, click Forms. A Quik! Forms App session will launch.
The first time you launch Quik! from within Advisor's Assistant, you will be prompted for credentials. Subsequent launches will not prompt for credentials.
Congratulations! Your Quik! account is now connected to your Advisor's Assistant account!
Once logged in, use the Choose Forms tab to create your basket of Forms.
Next, a Quik! user would usually navigate to the Add People tab, but Advisor's Assistant does this work (assigning client data to roles) for us, so head straight to the Finalize tab and click Launch Forms.
Clicking Launch Forms will open your prefilled forms in a separate window - Be sure your browser is set to allow popups from Quik!.
If you are expecting more form fields to be prefilled, be sure to review Contact > Application Info within Advisor's Assistant.
More information regarding Form Automation from Advisor's Assistant can be found here: Form Automation.